Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,436 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
125
shares
|
$28,502
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
125
shares
|
$28,502
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
123
shares
|
$28,046
0.01% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
122
shares
|
$27,818
0.01% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
122
shares
|
$27,818
0.02% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
120
shares
|
$27,362
0.01% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
120
shares
|
$27,362
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
118
shares
|
$26,906
0.01% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
116
shares
|
$26,450
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
115
shares
|
$26,222
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
113
shares
|
$25,766
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
112
shares
|
$25,538
0.01% of portfolio
|
Q4 2024
Added 115.38%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
110
shares
|
$25,082
0.02% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
110
shares
|
$25,082
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$23,942
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
103
shares
|
$23,486
0.01% of portfolio
|
Q3 2024
Added 94.34%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$22,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$22,802
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
100
shares
|
$22,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
100
shares
|
$22,802
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
100
shares
|
$22,802
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
100
shares
|
$22,802
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$22,802
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
96
shares
|
$21,889
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
91
shares
|
$20,749
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|